AWA
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Aaron Wealth Advisors’s US Bancorp USB Stock Holding History

Aaron Wealth Advisors’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
23,940
+1,463
+7% +$82K 0.07% 177
2026
Q1 		$1.17M Sell
22,477
-1,903
-8% -$105K 0.07% 196
2025
Q4 		$1.3M Buy
24,380
+6,665
+38% +$328K 0.07% 198
2025
Q3 		$856K Buy
17,715
+8,873
+100% +$420K 0.05% 272
2025
Q2 		$400K Buy
8,842
+652
+8% +$27.4K 0.04% 293
2025
Q1 		$346K Buy
8,190
+262
+3% +$12.1K 0.04% 298
2024
Q4 		$379K Buy
7,928
+335
+4% +$16.5K 0.04% 266
2024
Q3 		$347K Buy
7,593
+1,590
+26% +$69.7K 0.04% 267
2024
Q2 		$238K Buy
6,003
+1,015
+20% +$41.4K 0.03% 274
2024
Q1 		$223K Buy
+4,988
New +$210K 0.03% 273
2022
Q2 		– Sell
-108,798
Closed -$2.05M – 814
2022
Q1 		$2.05M Buy
+108,798
New +$6.25M 0.03% 229

Other funds holding USB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aaron Wealth Advisors's USB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its US Bancorp (USB) stake by 6.5% in Q2 2026, buying an estimated $82K and bringing the position to 23,940 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #177.

Aaron Wealth Advisors first reported a position in USB in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.05M in Q1 2022. 2,054 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Aaron Wealth Advisors held 23,940 shares of US Bancorp worth $1.45M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,463 US Bancorp shares in Q2 2026, an estimated $82K.
  • US Bancorp made up 0.07% of Aaron Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Aaron Wealth Advisors first reported a position in US Bancorp in Q1 2022 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's US Bancorp position peaked at $2.05M in Q1 2022.
  • 2,054 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.